Position in BWFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$170,375
+$29,667 QoQ
Shares Held
2,900
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#87
of 124 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Key Financial Inc holds $5,857,396 across 33 Banks - Regional names. BWFG ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STBA |
S&T Bancorp Inc
|
48,205 | $2,365,901 | |
| 2 | MRBK |
Meridian Corp
|
59,366 | $1,189,100 | |
| 3 | FULT |
Fulton Financial Corp
|
44,833 | $1,084,510 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,314 | $323,533 | |
| 5 | BWFG |
Bankwell Financial Group, Inc.
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|
2,900 | $170,375 | |
| 6 | USB |
US Bancorp De
|
1,828 | $110,411 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,040 | $104,915 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
1,830 | $83,868 |
All Filings in BWFG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,375 | 2,900 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $140,708 | 2,900 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $132,878 | 2,900 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $128,325 | 2,900 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $104,487 | 2,900 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $87,522 | 2,900 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $90,335 | 2,900 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $86,855 | 2,900 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $73,573 | 2,900 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $75,226 | 2,900 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $87,522 | 2,900 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $70,383 | 2,900 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $70,702 | 2,900 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $72,094 | 2,900 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $85,347 | 2,900 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $84,419 | 2,900 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $90,045 | 2,900 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $98,107 | 2,900 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $95,236 | 2,900 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $84,593 | 2,900 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $80,156 | 2,900 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $78,155 | 2,900 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $56,695 | 2,900 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $44,254 | 2,900 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||